Deep Enrich
Vishesh Gulati
Bookkeeper
108 followers
New Westminster, British Columbia, Canada
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About me
Post-graduate in Financial Planning, Douglas College
Education
Rajdhani College University of Delhi
2020 - 2023Bachelor's degree Bachelor Of Commerce (Honours Course) First DivisionFocused in finance and economics. Covered essential areas -financial investments, stock analysis, market risk and interest rates. In-depth exploration of portfolio risk and management, financial modeling, and asset valuation.
Douglas College
2024 - 2025Postgraduate Degree Financial Planning and ServicesCurrently pursuing a Financial Planning Post-Degree Diploma at Douglas College, where I have learned about mortgages, buying a house, tax planning, retirement planning, government-offered plans, and various types of accounts like TFSA, RRSP, RESP, and OAS benefits.Planning to sit for QAFP Exam.
Experience
Perfect Automotives
Aug 2023 - Mar 2024BookkeeperAs a Bookkeeper, I managed daily financial transactions, reconciled accounts, and maintained accurate records of payables and receivables. I processed invoices, prepared GST filings, and ensured compliance with financial regulations. Utilizing QuickBooks and Excel, I generated detailed reports to support decision-making and ensured the timely completion of month-end financial tasks.
Licenses & Certifications
- View certificate
Microsoft Excel 2021 Advanced
United Latino Students AssociationAug 2024
- View certificate
Microsoft Office Specialist: Excel Associate (Microsoft 365 Apps)
MicrosoftAug 2024
Volunteer Experience
Student Volunteer
Issued by Douglas College on Aug 2024Associated with Vishesh Gulati
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